Nothing new here in the Singapore Straits Times article. It's the same news item that was published by Bloomberg and already posted in this thread 3 days ago.
Chinese semiconductor industry
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Nothing new here in the Singapore Straits Times article. It's the same news item that was published by Bloomberg and already posted in this thread 3 days ago.
Ok, my bad.
Thanks for this article. I found the below table quite interesting
I tried (with some difficulty) to recover the English names of the companies involved:
Photoresist stripping and ashing (91%) LAM 9%, 浙江宇谦 16%, Mattson 25%, Jet Plasma 44%
Cleaning (66%) NAURA 3%, CETC 4%, Kingsemi 5%, LAM 6%, PNCS 8%, TEL 11%, ACM Research 13%, SCREEN 17%, Tronway 25%
Etching (56%) Jiaxin Semiconductor 5%, TEL 10%, NAURA 19%, AMEC 22%, LAM 29%
CMP (41%) Semicore 11%, BBS KINMEI 16%, Hwatsing 27%, AMAT 30%
CVD (36%) NAURA 9%, Piotech 12%, LAM 23%, AMAT 31%
Metrology (27%) AMAT 3%, SMEE 3%, Hitachi 5%, PMISH 8%, Skyverse 8%, KLA 23%
Thermal processing (26%) Jiaxin Semiconductor 2%, AMAT 3%, Mattson 3%, NAURA 17%, TEL 59%
Coating and developing (24%) Kingsemi 23%, TEL 69%
Ion implantation (7%) CETC 2%, Luyuer Technology 3%, Sumitomo 17%, AMAT 31%, Axcelis 42%
Lithography (0%) Nikon 8%, Canon 21%, ASML 50%
Some notes:
1. I was not able to understand what this 浙江宇谦 company is.
2. The market leader of cleaning seems to be this quite unknown (常州创微微电子) company with 25% share. I'm not sure how to read this.
3. The market leader of photoresist dry stripping (ashing) is this (稷以科技) company. Another never-heard-before name.
3. In metrology KLA has only 23%. I expected much more.
KLA is most likely typo, the sum is only 50, not 100. It should be 73
浙江宇谦 is
Really makes you think how important American tools are, right? Much lower market share in china than I thought. Although, I am sure they probably dominate the more advanced processes.
On the other hand, size of tel is quite large. Japanese suppliers seem to be more important than American ones.
So if SMEE dry lithography started delivery this year, 2023 could be more than 0% finally? What also about lithograpy for advanced packaging, shouldnt it be included? Allegedly SMEE have 40% of advanced packaging market.
Thanks. For some reason they show a machine in their site....
Indeed. This data BTW is already obsolete, because it refers to the whole 2022, but since October everything is changed. We can expect AMAT and LAM market share to fall sensibly this year (already has).
Among US producers IMHO KLA and Axcelis are the ones that will survive, because of their product type, where localization is still weak, and because, in case of Axcelis, they didn't pack their bag and ran away in October, due to their product range is 28nm and above....so their customers have (still) not been shocked.
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"浙江宇谦" is Taiwanese company，they sell refurbished equipments
"常州创微微电子" is the child company of "捷佳伟创"，"捷佳伟创" is the leader in solar PV equipments
"嘉芯闳扬" "嘉芯迦能" are child companies of WanYe group，the same group that owns kingston ion implanter
"浙江露语尔" is the child company of "浙江陶特容器科技"，according to this 2022-11-09 news，they have shipped two ion implanters to JinHua
"常州创微微电子" is the child company of "捷佳伟创"，"捷佳伟创" is the leader in solar PV equipments
"嘉芯闳扬" "嘉芯迦能" are child companies of WanYe group，the same group that owns kingston ion implanter
"浙江露语尔" is the child company of "浙江陶特容器科技"，according to this 2022-11-09 news，they have shipped two ion implanters to JinHua
I think is 80% and a good chunk of the FPD market.
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